HomeMy WebLinkAbout12-18-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
7tPPi~Ari:,Sl~~i~1~'~ A~LOWANCE OR DISALLOWANCE
~;: pF .p~ztd~rrb~s AND ASSESSMENT OF TAX
2Q~9 DEC 18 A!9 I I : 32
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ORPNA~i'~ CQURT
JACQUELINE A KELLY (;(,)~p~~~~! ,~~~,~; ~(ti PA
JAN L BROWN & ASSOC
845 SIR THOMAS CT
HBG PA 17109
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C10-09)
DATE 12-14-2009
ESTATE OF ENSMINGE'R MILDRED R
DATE OF DEATH 12-27-2008
FILE NUMBER 21 09-0013
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-12-2010
(See reverse side under Objections)
Anount ReAitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR
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REV-1547 EX AFP C10-09) NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: ENSMINGER MILDRED RFILE N0.:21 09-0013 ACN: 101 DATE: 12-14-2009
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 148,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2)
9,069.66
credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 29,641.8 0
6. Jointly Owned Property (Schedule F) (6) 17,857.94
7. Transfers (Schedule G) (7) .00
8. Total Assets C8) 204,569.40
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 4 0.01 6.10
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 720.96
11. Total Deductions C11) 40,737.06
12. Net Value of Tax Return (12) 163,832.34
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 163,832.34
NOTE: If an assesswtent was issued previously,
reflect figures that include the total
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rata
19. Principal Tax Duo
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-)
03-24-2009 (0011039 368.42
06-22-2009 (0011391 .00
(15) .00 X 00 = .00
(16) 163.832.34 x 045 = 7,372.46
C17) _ 00 x 12 = . 00
C18) . DO X 15 = . 00
(19)= 7,372.46
AMOUNT PAID
7,000.0
4.05
TOTAL TAX PAYMENT 7,372.47
BALANCE OF TAX DUE' .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
* IF PAID AFTER DATE INDICATEDr SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE O
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. C`7~~A\